Premier Banker Tri County South District

Wells Fargo•Austin, TX

1d•Onsite

About The Position

Wells Fargo is hiring an Associate Branch Premier Banker (SAFE) in Consumer Banking and Lending as part of its National Branch Network. This foundational role begins in a temporary licensing-program position, during which the employee receives coaching and guidance to obtain the required FINRA securities and state insurance licenses. Series 6 and Series 63 (or recognized equivalents) are required, and Series 65 or an equivalent may be required in certain states. SAFE registration is required at employment. After completing licensing, the employee transitions to the Associate Branch Premier Banker (SAFE) role and participates in the Premier Banker Associate Program, receiving hands-on practice and personalized coaching. Successful completion of that program leads to transition into the Senior Branch Premier Banker (SAFE) role. The role focuses on developing and managing customer relationships, understanding customers’ financial needs and goals, and connecting them with appropriate banking, credit, investment, and digital self-service solutions. The employee works with branch colleagues and partners across business banking, mortgage, and wealth and investment management, while adhering to risk, compliance, licensing, and sales-practice requirements. Ongoing employment is contingent on meeting applicable FINRA, SAFE, Loan Originator, background, and financial fitness requirements. The position is not eligible for visa sponsorship.

Requirements

At least 6 months of customer service experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
Current FINRA Series 6 and Series 63 (or equivalent) registration, or completion within the specified period; the SIE co-requisite applies to certain qualification exams obtained after September 30, 2018.
State Insurance license(s), to be completed within the specified period.
SAFE registration at the time of employment.
Meet applicable Loan Originator qualification requirements, including financial responsibility, character, general financial fitness, and criminal background standards.
Meet enhanced financial fitness and criminal background standards for FINRA licensing and ongoing employment.
Ability to work a schedule that may include most Saturdays.
Adherence to Wells Fargo sales-practices and risk-management culture.

Nice To Haves

At least 2 years of customer service experience, or equivalent.
At least 1 year of experience assessing and meeting customer needs or helping resolve issues.
At least 1 year of experience recommending products and services.
At least 1 year of experience building and maintaining effective relationships with customers and partners.
Proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Financial services industry experience in corporate, consumer, mortgage, investments, brokerage, or private banking.
Customer-service focus and experience handling moderately complex transactions across multiple systems.
Strong verbal, written, and interpersonal communication skills.
Knowledge of book-of-business processes for actively managing a group of Wells Fargo customers and growing the business.
Ability to educate customers about technology and the value of self-service digital banking options.
Ability to follow policies, procedures, and regulations.
Ability to interact with integrity and professionalism with customers and employees.
High motivation and ability to meet team objectives while maintaining individual performance.
Successful completion of FINRA Series 6 and Series 63 examinations (or FINRA-recognized equivalents) to qualify for immediate registration.
For hires in specified states, completion of FINRA Series 65 (or equivalent) within the specified period; state requirements may change.

Responsibilities

Participate in the Branch Banking Licensed Banker licensing program and complete the required licensing requirements.
Attend training, classes, and interactive learning activities to develop role knowledge and skills and prepare for transition into the senior branch premier role.
Develop and execute relationship-management commitments through proactive customer outreach and planned appointments aligned with business strategy.
Manage client relationships through regular meetings to review financial condition and goals, and provide advice about banking options and services as circumstances change.
Engage customers in conversations, identify and document their financial needs, life events, and goals, and tailor product and service options, including mobile, digital self-service, and ATM options.
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain customer relationships.
Understand Wells Fargo banking, credit, and investment solutions and refer customers with complex needs to appropriate partners.
Partner with Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to address identified customer needs in light of customers’ overall financial circumstances and goals.
Lead risk management by understanding and managing business risks, adhering to policies, procedures, and controls, and complying with applicable laws, rules, and regulations.
Meet applicable SAFE, Loan Originator, FINRA, insurance licensing, registration, background, and financial fitness requirements.